View ValuationHelloFresh 将来の成長Future 基準チェック /36HelloFresh利益と収益がそれぞれ年間57.8%と1.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に9.4% 55.8%なると予測されています。主要情報57.8%収益成長率55.81%EPS成長率Consumer Retailing 収益成長10.4%収益成長率1.9%将来の株主資本利益率9.38%アナリストカバレッジGood最終更新日11 May 2026今後の成長に関する最新情報Price Target Changed • Oct 30Price target increased by 7.4% to €8.80Up from €8.19, the current price target is an average from 14 analysts. New target price is 14% below last closing price of €10.20. Stock is down 52% over the past year. The company is forecast to post a net loss per share of €0.13 compared to earnings per share of €0.11 last year.Price Target Changed • Jul 10Price target decreased by 16% to €8.46Down from €10.03, the current price target is an average from 15 analysts. New target price is 49% above last closing price of €5.67. Stock is down 76% over the past year. The company is forecast to post earnings per share of €0.28 for next year compared to €0.11 last year.Price Target Changed • Mar 08Price target decreased by 13% to €20.27Down from €23.30, the current price target is an average from 18 analysts. New target price is 104% above last closing price of €9.95. Stock is down 45% over the past year. The company is forecast to post earnings per share of €0.52 for next year compared to €0.74 last year.Price Target Changed • Nov 16Price target decreased by 9.7% to €29.41Down from €32.57, the current price target is an average from 15 analysts. New target price is 58% above last closing price of €18.67. Stock is down 22% over the past year. The company is forecast to post earnings per share of €0.72 for next year compared to €0.74 last year.Price Target Changed • Mar 10Price target decreased by 9.7% to €31.18Down from €34.54, the current price target is an average from 14 analysts. New target price is 64% above last closing price of €18.96. Stock is down 49% over the past year. The company is forecast to post earnings per share of €0.82 for next year compared to €0.74 last year.Price Target Changed • Nov 16Price target decreased to €45.97Down from €52.94, the current price target is an average from 16 analysts. New target price is 77% above last closing price of €26.01. Stock is down 71% over the past year. The company is forecast to post earnings per share of €0.94 for next year compared to €1.48 last year.すべての更新を表示Recent updatesお知らせ • Apr 23HelloFresh SE, Annual General Meeting, Jun 02, 2026HelloFresh SE, Annual General Meeting, Jun 02, 2026, at 10:00 W. Europe Standard Time.お知らせ • Dec 26+ 3 more updatesHelloFresh SE to Report First Half, 2026 Results on Aug 13, 2026HelloFresh SE announced that they will report first half, 2026 results on Aug 13, 2026お知らせ • Nov 20HelloFresh SE Harnesses AI to Accelerate Delivery of Chef-Created RecipesHelloFresh SE announced a major innovation in its recipe card development process, using artificial intelligence to dramatically accelerate how new dishes move from concept to customer. The new system shortens the timeline for producing recipe cards from several weeks or even months to just a few hours, enabling HelloFresh to bring new, exciting recipes to market faster than ever before. This new AI-powered tool suite accelerates production and design elements of the recipe card process, allowing HelloFresh's world-class chefs and food stylists to focus more on culinary creation. The development of every dish and recipe remains a fundamentally human endeavor, guaranteeing that each meal delivered reflects the premium quality, exceptional flavor, and trusted taste customers rely on. By elevating capacity for innovation, this partnership between craft and technology will accelerate culinary development, bringing an even wider variety of cuisines and trending recipes to customers' homes each week. Starting in early November, US customers will experience the first recipe cards developed with this new AI-supported system, with printed versions appearing in HelloFresh boxes from early December. Following the US launch, HelloFresh plans a global rollout by the end of First Quarter 2026.お知らせ • Apr 29HelloFresh SE, Annual General Meeting, Jun 06, 2025HelloFresh SE, Annual General Meeting, Jun 06, 2025, at 10:00 W. Europe Standard Time.お知らせ • Jan 01+ 3 more updatesHelloFresh SE to Report Q1, 2025 Results on Apr 29, 2025HelloFresh SE announced that they will report Q1, 2025 results on Apr 29, 2025Price Target Changed • Oct 30Price target increased by 7.4% to €8.80Up from €8.19, the current price target is an average from 14 analysts. New target price is 14% below last closing price of €10.20. Stock is down 52% over the past year. The company is forecast to post a net loss per share of €0.13 compared to earnings per share of €0.11 last year.Reported Earnings • Oct 29Third quarter 2024 earnings released: €0.20 loss per share (vs €0.064 loss in 3Q 2023)Third quarter 2024 results: €0.20 loss per share (further deteriorated from €0.064 loss in 3Q 2023). Revenue: €1.83b (up 1.4% from 3Q 2023). Net loss: €33.3m (loss widened 200% from 3Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 14Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: €0.05 (down from €0.39 in 2Q 2023). Revenue: €1.95b (up 1.7% from 2Q 2023). Net income: €9.10m (down 86% from 2Q 2023). Profit margin: 0.5% (down from 3.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 75%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.お知らせ • Jul 30HelloFresh Unveils New Family-Friendly Menu for Back-To-School SeasonHelloFresh is introducing HelloFresh Family, a comprehensive new family menu with recipes and market items designed to make mealtime more delicious and convenient. Whether choosing from meals that can be prepped in under 20 minutes for a busy school night, or a ‘Build-a-Plate’ recipe that allows each family member to customize their perfect dinner plate, the new menu is tailored to satisfy the whole family. HelloFresh Introduces New Menu Concepts to Help Families Conquer Meal Time The new HelloFresh Family menu features new meal concepts designed specifically to help families who struggle to balance the different taste preferences and dietary restrictions that come into play when planning and preparing mealtime. With the new ‘Build-a-Plate’ meals, caretakers can choose from delicious, family-friendly recipes like a Spaghetti & Meatball Bar or Grilled Cheese Sandwich Bar that feature a main dish with various sides, toppings, and add-on options so that each family member – including picky eaters – can build their perfect plate. Additionally, for the first time, HelloFresh is offering a six-serving meal plan size that can cater to larger households, satisfy smaller families with big appetites, or allow for the added benefit of enjoying leftovers. The menu also features crowd-pleasing ‘Big Batch’ recipes, like Slow Cooker Slammin’ BBQ Chicken Sandos, that provide double the portion so home cooks can easily serve a crowd or plan to enjoy delicious leftovers for future meals. Plus, for added convenience, families can also choose from a selection of quick meals specially designed for kids, like Turkey Gouda Pinwheels or Cheesy Flatbread Pizza, or family-friendly recipes that can be prepared in 20 minutes or less, like the Hail Caesar Chicken Wraps.Price Target Changed • Jul 10Price target decreased by 16% to €8.46Down from €10.03, the current price target is an average from 15 analysts. New target price is 49% above last closing price of €5.67. Stock is down 76% over the past year. The company is forecast to post earnings per share of €0.28 for next year compared to €0.11 last year.Reported Earnings • Apr 25First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: €0.49 loss per share (further deteriorated from €0.15 loss in 1Q 2023). Revenue: €2.07b (up 2.8% from 1Q 2023). Net loss: €83.9m (loss widened 234% from 1Q 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 31 percentage points per year, which is a significant difference in performance.お知らせ • Mar 18+ 2 more updatesHelloFresh SE(XTRA:HFG) dropped from FTSE All-World Index (USD)HelloFresh SE(XTRA:HFG) dropped from FTSE All-World Index (USD)Reported Earnings • Mar 15Full year 2023 earnings released: EPS: €0.11 (vs €0.74 in FY 2022)Full year 2023 results: EPS: €0.11 (down from €0.74 in FY 2022). Revenue: €7.60b (flat on FY 2022). Net income: €19.4m (down 85% from FY 2022). Profit margin: 0.3% (down from 1.7% in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 21 percentage points per year, which is a significant difference in performance.Price Target Changed • Mar 08Price target decreased by 13% to €20.27Down from €23.30, the current price target is an average from 18 analysts. New target price is 104% above last closing price of €9.95. Stock is down 45% over the past year. The company is forecast to post earnings per share of €0.52 for next year compared to €0.74 last year.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €10.02, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 84% over the past three years.お知らせ • Jan 02+ 3 more updatesHelloFresh SE to Report First Half, 2024 Results on Aug 13, 2024HelloFresh SE announced that they will report first half, 2024 results on Aug 13, 2024お知らせ • Dec 31HelloFresh SE to Report Fiscal Year 2023 Results on Mar 15, 2024HelloFresh SE announced that they will report fiscal year 2023 results on Mar 15, 2024Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €16.14, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 74% over the past three years.Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €15.87, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 68% over the past three years.Price Target Changed • Nov 16Price target decreased by 9.7% to €29.41Down from €32.57, the current price target is an average from 15 analysts. New target price is 58% above last closing price of €18.67. Stock is down 22% over the past year. The company is forecast to post earnings per share of €0.72 for next year compared to €0.74 last year.Reported Earnings • Oct 27Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: €0.06 loss per share (down from €0.015 profit in 3Q 2022). Revenue: €1.80b (down 3.0% from 3Q 2022). Net loss: €11.1m (down €13.7m from profit in 3Q 2022). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: €0.39 (vs €0.37 in 2Q 2022)Second quarter 2023 results: EPS: €0.39 (up from €0.37 in 2Q 2022). Revenue: €1.92b (down 2.0% from 2Q 2022). Net income: €66.5m (up 5.7% from 2Q 2022). Profit margin: 3.5% (up from 3.2% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €21.50, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 53% over the past three years.Valuation Update With 7 Day Price Move • Jun 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €18.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Total loss to shareholders of 52% over the past three years.Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €20.80, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €31.60 per share.Price Target Changed • Mar 10Price target decreased by 9.7% to €31.18Down from €34.54, the current price target is an average from 14 analysts. New target price is 64% above last closing price of €18.96. Stock is down 49% over the past year. The company is forecast to post earnings per share of €0.82 for next year compared to €0.74 last year.Reported Earnings • Mar 08Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: €0.73 (down from €1.48 in FY 2021). Revenue: €7.61b (up 27% from FY 2021). Net income: €127.0m (down 50% from FY 2021). Profit margin: 1.7% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €21.54, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Total loss to shareholders of 8.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.24 per share.Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to €23.96, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.15 per share.お知らせ • Jan 03+ 3 more updatesHelloFresh SE to Report Q1, 2023 Results on Apr 27, 2023HelloFresh SE announced that they will report Q1, 2023 results on Apr 27, 2023お知らせ • Dec 20HelloFresh SE to Report Fiscal Year 2022 Results on Mar 07, 2023HelloFresh SE announced that they will report fiscal year 2022 results on Mar 07, 2023Price Target Changed • Nov 16Price target decreased to €45.97Down from €52.94, the current price target is an average from 16 analysts. New target price is 77% above last closing price of €26.01. Stock is down 71% over the past year. The company is forecast to post earnings per share of €0.94 for next year compared to €1.48 last year.Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €24.67, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.23 per share.Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.01 (vs €0.13 in 3Q 2021)Third quarter 2022 results: EPS: €0.01 (down from €0.13 in 3Q 2021). Revenue: €1.86b (up 31% from 3Q 2021). Net income: €2.60m (down 89% from 3Q 2021). Profit margin: 0.1% (down from 1.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: €0.37 (vs €0.48 in 2Q 2021)Second quarter 2022 results: EPS: €0.37 (down from €0.48 in 2Q 2021). Revenue: €1.96b (up 26% from 2Q 2021). Net income: €62.9m (down 25% from 2Q 2021). Profit margin: 3.2% (down from 5.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 7.7% growth forecast for the Consumer Retailing industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 44% per year.Price Target Changed • Jul 22Price target decreased to €60.59Down from €65.29, the current price target is an average from 14 analysts. New target price is 132% above last closing price of €26.10. Stock is down 69% over the past year. The company is forecast to post earnings per share of €1.24 for next year compared to €1.48 last year.Buying Opportunity • Jul 22Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €34.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 32% per annum over the same time period.Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €29.07, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total returns to shareholders of 266% over the past three years.Reported Earnings • May 01First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €0.16 (down from €0.58 in 1Q 2021). Revenue: €1.92b (up 33% from 1Q 2021). Net income: €27.3m (down 73% from 1Q 2021). Profit margin: 1.4% (down from 7.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 23%, compared to a 7.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €38.09, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Total returns to shareholders of 335% over the past three years.Price Target Changed • Mar 14Price target decreased to €74.02Down from €80.19, the current price target is an average from 15 analysts. New target price is 100% above last closing price of €36.93. Stock is down 42% over the past year. The company is forecast to post earnings per share of €1.31 for next year compared to €1.48 last year.Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to €34.91, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Consumer Retailing industry in Europe. Total returns to shareholders of 274% over the past three years.Reported Earnings • Mar 02Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €1.48 (down from €2.19 in FY 2020). Revenue: €5.99b (up 60% from FY 2020). Net income: €256.1m (down 31% from FY 2020). Profit margin: 4.3% (down from 9.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 21%, compared to a 8.4% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €59.28, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Total returns to shareholders of 744% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €101 per share.Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to €83.84, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 17x in the Consumer Retailing industry in Europe. Total returns to shareholders of 650% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €72.93 per share.Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS €0.13The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €1.42b (up 46% from 3Q 2020). Net income: €23.1m (down 69% from 3Q 2020). Profit margin: 1.6% (down from 7.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has increased by 102% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to €94.70, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 50x in the Online Retail industry in Germany. Total returns to shareholders of 664% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.83 per share.Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS €0.48 (vs €0.70 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €1.56b (up 60% from 2Q 2020). Net income: €83.7m (down 28% from 2Q 2020). Profit margin: 5.4% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 86% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 15HelloFresh SE (XTRA:HFG) signed a scheme implementation deed to acquire Youfoodz Holdings Limited (ASX:YFZ) for approximately AUD 130 million.HelloFresh SE (XTRA:HFG) signed a scheme implementation deed to acquire Youfoodz Holdings Limited (ASX:YFZ) for approximately AUD 130 million on July 13, 2021. In the acquisition, HelloFresh SE (XTRA:HFG) will acquire 134.4 million shares at a price of AUD 0.44 per share. The transaction is subjected to approval from shareholders of Youfoodz Holdings Limited and court approval. Greenhill & Co. Australia Pty Limited acted as financial advisor and Baker & Mckenzie acted as legal advisor to Youfoodz Holdings Limited (ASX:YFZ). The transaction is expected to be finalized in October 2021.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to €72.02, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 61x in the Online Retail industry in Germany. Total returns to shareholders of 497% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €63.85 per share.Reported Earnings • May 05First quarter 2021 earnings released: EPS €0.58 (vs €0.24 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.44b (up 106% from 1Q 2020). Net income: €101.6m (up 156% from 1Q 2020). Profit margin: 7.0% (up from 5.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 81% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 16+ 1 more updateHelloFresh SE Revises Earnings Guidance the Year 2021HelloFresh SE revised earnings guidance the year 2021. Based on the strong performance in the first quarter of 2021, the Company increases its full year 2021 revenue growth guidance for the HelloFresh Group on a constant currency basis from previously between 20% and 25% to now between 35% and 45%. The arithmetic average of published broker estimates for Euro-reported revenue growth as of 15 April 2021 amounts to 22.7%.Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €54.90, the stock is trading at a trailing P/E ratio of 26.8x, down from the previous P/E ratio of 32.9x. This compares to an average P/E of 84x in the Online Retail industry in Germany. Total returns to shareholders over the past three years are 337%.Analyst Estimate Surprise Post Earnings • Mar 05Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.2%. Over the next year, revenue is forecast to grow 23%, compared to a 54% growth forecast for the Online Retail industry in Germany.Reported Earnings • Mar 03Full year 2020 earnings released: EPS €2.19 (vs €0.062 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.75b (up 107% from FY 2019). Net income: €369.0m (up €379.2m from FY 2019). Profit margin: 9.8% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 71% per year, which means it is significantly lagging earnings growth.Is New 90 Day High Low • Feb 12New 90-day high: €74.30The company is up 71% from its price of €43.56 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.43 per share.Price Target Changed • Feb 04Price target raised to €70.58Up from €64.42, the current price target is an average from 10 analysts. The new target price is close to the current share price of €73.45. As of last close, the stock is up 219% over the past year.Is New 90 Day High Low • Jan 23New 90-day high: €68.85The company is up 47% from its price of €46.70 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.99 per share.Price Target Changed • Jan 22Price target raised to €66.67Up from €61.75, the current price target is an average from 10 analysts. The new target price is close to the current share price of €66.55. As of last close, the stock is up 183% over the past year.お知らせ • Jan 05+ 4 more updatesHelloFresh SE to Report Fiscal Year 2020 Results on Mar 02, 2021HelloFresh SE announced that they will report fiscal year 2020 results on Mar 02, 2021Is New 90 Day High Low • Dec 31New 90-day high: €63.50The company is up 30% from its price of €48.82 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.11 per share.Price Target Changed • Dec 18Price target raised to €62.00Up from €57.54, the current price target is an average from 11 analysts. The new target price is close to the current share price of €62.25. As of last close, the stock is up 233% over the past year.Is New 90 Day High Low • Dec 12New 90-day high: €62.45The company is up 62% from its price of €38.66 on 11 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.61 per share.お知らせ • Dec 11HelloFresh SE Updates Earnings Guidance for the Full Year 2020HelloFresh SE updated earnings guidance for the full year 2020. For the 2020, the company expects revenue growth guidance on a constant currency basis from previously between 95% and 105% to now between 107% and 112%.Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to €56.20, the stock is trading at a trailing P/E ratio of 48.4x, up from the previous P/E ratio of 41x. This compares to an average P/E of 65x in the Online Retail industry in Germany. Total returns to shareholders over the past three years are 374%.お知らせ • Nov 24HelloFresh SE (XTRA:HFG) agreed to acquire Factor75, LLC for $277 million.HelloFresh SE (XTRA:HFG) entered into an agreement to acquire Factor75, LLC for $277 million on November 23, 2020. The consideration which is payable in cash out of which $177 million will be payable upon the closing of the transaction and an aggregate amount of up to $100 million is structured as performance-based earn-out, guaranteed by HelloFresh, and ongoing management incentives. HelloFresh will gain its first office in the Chicago metropolitan area, along with four production and fulfillment facilities. The closing of the transaction is subject to customary conditions precedent, including expiry of the waiting period under the US Hart-Scott-Rodino Antitrust Improvements Act and the approval of the transaction by the majority of Factor’s shareholders, and closing is expected to occur within the next months. Rothschild & Co. acted as financial advisor and Kirkland & Ellis acted as legal advisor to Factor. Sullivan & Cromwell acted as legal advisor to HelloFresh.Valuation Update With 7 Day Price Move • Nov 23Market bids up stock over the past weekAfter last week's 19% share price gain to €49.56, the stock is trading at a trailing P/E ratio of 41.9x, up from the previous P/E ratio of 35.2x. This compares to an average P/E of 54x in the Online Retail industry in Germany. Total returns to shareholders over the past three years are 379%.Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS €0.45The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €970.2m (up 120% from 3Q 2019). Net income: €74.4m (up 226% from 3Q 2019). Profit margin: 7.7% (up from 5.2% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 76% per year, which means it is significantly lagging earnings growth.Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 22%, compared to a 48% growth forecast for the Online Retail industry in Germany.Valuation Update With 7 Day Price Move • Oct 26Market pulls back on stock over the past weekAfter last week's 16% share price decline to €47.02, the stock is trading at a trailing P/E ratio of 39.4x, down from the previous P/E ratio of 47.1x. This compares to an average P/E of 81x in the Online Retail industry in Germany. Total returns to shareholders over the past year are 204%.お知らせ • Oct 18HelloFresh SE Revises Earnings Guidance for the Year 2020HelloFresh SE revised earnings guidance for the year 2020. The company increases its full year 2020 revenue growth guidance on a constant currency basis from previously between 75% and 95% to now between 95% and 105%. The corresponding Euro-reported 2020 revenue growth for the HelloFresh Group would be at current exchange rates approx. 4% points lower, i.e. would amount to between 91% and 101%. The company also increases its full year 2020 AEBITDA margin guidance for the HelloFresh Group from previously between 9% and 11% to now between 11.25% and 12.75%.Valuation Update With 7 Day Price Move • Oct 16Market bids up stock over the past weekAfter last week's 16% share price gain to €54.45, the stock is trading at a trailing P/E ratio of 45.8x, up from the previous P/E ratio of 39.3x. This compares to an average P/E of 82x in the Online Retail industry in Germany. Total returns to shareholders over the past year are 208%.Is New 90 Day High Low • Oct 14New 90-day high: €50.20The company is up 3.0% from its price of €48.88 on 16 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.53 per share.お知らせ • Sep 26The Marriott Bonvoy Boundless Card Teams Up with Hellofresh to Launch Tastecations, an At-Home Global Culinary JourneyThe Marriott Bonvoy Boundless Card from Chase announced a first-of its-kind partnership with the world's leading meal kit company, HelloFresh, to launch Tastecations, a month-long series of international recipes inspired by hotels participating in Marriott Bonvoy around the world. Beginning October 3 through October 30, Tastecations recipes will be available on HelloFresh’s weekly menu via HelloFresh.com and the HelloFresh app to provide meal kit subscribers with globally themed cuisine options inspired by destinations in Korea, England, Italy, and Mexico. Week One will feature Pork & Veggie Bibimbap, inspired by The Westin Chosun Seoul in South Korea. Week Two will feature Herbed Mushroom Shepherd's Pie inspired by Breadsall Priory Marriott Hotel & Country Club in the U.K. Week Three will feature Creamy Parmesan Chicken Spaghetti, inspired by the JW Marriott Venice Resort & Spa in Italy. Week Four will feature Sheet Pan Chicken & Poblano Fajitas inspired by the W Punta de Mita in Mexico. Each Tastecations recipe will also highlight tips on how to bring more of the featured destination's flavor and nuance into ones kitchen as well as information on the corresponding hotel participating in Marriott Bonvoy™ to inspire home cooks to plan their future adventures. Available to both Marriott Bonvoy Boundless™ cardmembers and non-cardmembers, Tastecations will offer select new and returning HelloFresh customers a discount of up to $80 in total off Tastecations recipes through a special email promotion. Recipients can click through directly to the HelloFresh Menu Selection page, choose the featured Tastecations recipe and apply the promo code at check out. The Marriott Bonvoy Boundless™ Card offers endless possibilities for travel with a new cardmember bonus offer, 6X points on purchases at more than 7,400 properties participating in Marriott Bonvoy and 2X points on all other purchases, all at a $95 annual fee. Cardmembers receive automatic Silver Elite Status and 15 Elite Night Credits each calendar year.業績と収益の成長予測DB:HFG - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20286,592751173671012/31/20276,450551673621212/31/20266,30025127298103/31/20266,505-24147287N/A12/31/20256,761-93167297N/A9/30/20257,020-188240377N/A6/30/20257,267-172258393N/A3/31/20257,519-176200360N/A12/31/20247,661-13694260N/A9/30/20247,712-11963265N/A6/30/20247,687-9790323N/A3/31/20247,654-3955306N/A12/31/20237,5971978384N/A9/30/20237,61248-13329N/A6/30/20237,66865-56344N/A3/31/20237,70864-218227N/A12/31/20227,607127-104313N/A9/30/20227,313143-107328N/A6/30/20226,868161-44324N/A3/31/20226,466179159448N/A12/31/20215,993243207459N/A9/30/20215,522347408582N/A6/30/20215,077399506631N/A3/31/20214,494431581678N/A12/31/20203,750369517602N/A9/30/20203,153248371425N/A6/30/20202,624196274327N/A3/31/20202,08876120172N/A12/31/20191,809-10N/A42N/A9/30/20191,659-32N/A7N/A6/30/20191,521-88N/A-44N/A3/31/20191,404-99N/A-54N/A12/31/20181,279-82N/A-50N/A9/30/20181,170-89N/A-38N/A6/30/20181,085-80N/A-25N/A3/31/2018995-88N/A-36N/A12/31/2017905-92N/A-45N/A9/30/2017811-98N/A-64N/A6/30/2017741-97N/A-80N/A3/31/2017661-96N/A-63N/A12/31/2016597-94N/A-76N/A9/30/2016545-130N/A-73N/A6/30/2016484-139N/A-82N/A3/31/2016401-133N/A-81N/A12/31/2015305-114N/A-66N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: HFGは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.9% ) よりも高い成長率であると考えられます。収益対市場: HFG今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: HFG今後 3 年以内に収益を上げることが予想されます。収益対市場: HFGの収益 ( 1.9% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: HFGの収益 ( 1.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: HFGの 自己資本利益率 は、3年後には低くなると予測されています ( 9.4 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-retailing 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/19 07:53終値2026/05/18 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋HelloFresh SE 12 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。27 アナリスト機関Adrian SanchezBanco SantanderAndrew RossBarclaysEmily JohnsonBarclays24 その他のアナリストを表示
Price Target Changed • Oct 30Price target increased by 7.4% to €8.80Up from €8.19, the current price target is an average from 14 analysts. New target price is 14% below last closing price of €10.20. Stock is down 52% over the past year. The company is forecast to post a net loss per share of €0.13 compared to earnings per share of €0.11 last year.
Price Target Changed • Jul 10Price target decreased by 16% to €8.46Down from €10.03, the current price target is an average from 15 analysts. New target price is 49% above last closing price of €5.67. Stock is down 76% over the past year. The company is forecast to post earnings per share of €0.28 for next year compared to €0.11 last year.
Price Target Changed • Mar 08Price target decreased by 13% to €20.27Down from €23.30, the current price target is an average from 18 analysts. New target price is 104% above last closing price of €9.95. Stock is down 45% over the past year. The company is forecast to post earnings per share of €0.52 for next year compared to €0.74 last year.
Price Target Changed • Nov 16Price target decreased by 9.7% to €29.41Down from €32.57, the current price target is an average from 15 analysts. New target price is 58% above last closing price of €18.67. Stock is down 22% over the past year. The company is forecast to post earnings per share of €0.72 for next year compared to €0.74 last year.
Price Target Changed • Mar 10Price target decreased by 9.7% to €31.18Down from €34.54, the current price target is an average from 14 analysts. New target price is 64% above last closing price of €18.96. Stock is down 49% over the past year. The company is forecast to post earnings per share of €0.82 for next year compared to €0.74 last year.
Price Target Changed • Nov 16Price target decreased to €45.97Down from €52.94, the current price target is an average from 16 analysts. New target price is 77% above last closing price of €26.01. Stock is down 71% over the past year. The company is forecast to post earnings per share of €0.94 for next year compared to €1.48 last year.
お知らせ • Apr 23HelloFresh SE, Annual General Meeting, Jun 02, 2026HelloFresh SE, Annual General Meeting, Jun 02, 2026, at 10:00 W. Europe Standard Time.
お知らせ • Dec 26+ 3 more updatesHelloFresh SE to Report First Half, 2026 Results on Aug 13, 2026HelloFresh SE announced that they will report first half, 2026 results on Aug 13, 2026
お知らせ • Nov 20HelloFresh SE Harnesses AI to Accelerate Delivery of Chef-Created RecipesHelloFresh SE announced a major innovation in its recipe card development process, using artificial intelligence to dramatically accelerate how new dishes move from concept to customer. The new system shortens the timeline for producing recipe cards from several weeks or even months to just a few hours, enabling HelloFresh to bring new, exciting recipes to market faster than ever before. This new AI-powered tool suite accelerates production and design elements of the recipe card process, allowing HelloFresh's world-class chefs and food stylists to focus more on culinary creation. The development of every dish and recipe remains a fundamentally human endeavor, guaranteeing that each meal delivered reflects the premium quality, exceptional flavor, and trusted taste customers rely on. By elevating capacity for innovation, this partnership between craft and technology will accelerate culinary development, bringing an even wider variety of cuisines and trending recipes to customers' homes each week. Starting in early November, US customers will experience the first recipe cards developed with this new AI-supported system, with printed versions appearing in HelloFresh boxes from early December. Following the US launch, HelloFresh plans a global rollout by the end of First Quarter 2026.
お知らせ • Apr 29HelloFresh SE, Annual General Meeting, Jun 06, 2025HelloFresh SE, Annual General Meeting, Jun 06, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Jan 01+ 3 more updatesHelloFresh SE to Report Q1, 2025 Results on Apr 29, 2025HelloFresh SE announced that they will report Q1, 2025 results on Apr 29, 2025
Price Target Changed • Oct 30Price target increased by 7.4% to €8.80Up from €8.19, the current price target is an average from 14 analysts. New target price is 14% below last closing price of €10.20. Stock is down 52% over the past year. The company is forecast to post a net loss per share of €0.13 compared to earnings per share of €0.11 last year.
Reported Earnings • Oct 29Third quarter 2024 earnings released: €0.20 loss per share (vs €0.064 loss in 3Q 2023)Third quarter 2024 results: €0.20 loss per share (further deteriorated from €0.064 loss in 3Q 2023). Revenue: €1.83b (up 1.4% from 3Q 2023). Net loss: €33.3m (loss widened 200% from 3Q 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 14Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: €0.05 (down from €0.39 in 2Q 2023). Revenue: €1.95b (up 1.7% from 2Q 2023). Net income: €9.10m (down 86% from 2Q 2023). Profit margin: 0.5% (down from 3.5% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) also missed analyst estimates by 75%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 36 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 30HelloFresh Unveils New Family-Friendly Menu for Back-To-School SeasonHelloFresh is introducing HelloFresh Family, a comprehensive new family menu with recipes and market items designed to make mealtime more delicious and convenient. Whether choosing from meals that can be prepped in under 20 minutes for a busy school night, or a ‘Build-a-Plate’ recipe that allows each family member to customize their perfect dinner plate, the new menu is tailored to satisfy the whole family. HelloFresh Introduces New Menu Concepts to Help Families Conquer Meal Time The new HelloFresh Family menu features new meal concepts designed specifically to help families who struggle to balance the different taste preferences and dietary restrictions that come into play when planning and preparing mealtime. With the new ‘Build-a-Plate’ meals, caretakers can choose from delicious, family-friendly recipes like a Spaghetti & Meatball Bar or Grilled Cheese Sandwich Bar that feature a main dish with various sides, toppings, and add-on options so that each family member – including picky eaters – can build their perfect plate. Additionally, for the first time, HelloFresh is offering a six-serving meal plan size that can cater to larger households, satisfy smaller families with big appetites, or allow for the added benefit of enjoying leftovers. The menu also features crowd-pleasing ‘Big Batch’ recipes, like Slow Cooker Slammin’ BBQ Chicken Sandos, that provide double the portion so home cooks can easily serve a crowd or plan to enjoy delicious leftovers for future meals. Plus, for added convenience, families can also choose from a selection of quick meals specially designed for kids, like Turkey Gouda Pinwheels or Cheesy Flatbread Pizza, or family-friendly recipes that can be prepared in 20 minutes or less, like the Hail Caesar Chicken Wraps.
Price Target Changed • Jul 10Price target decreased by 16% to €8.46Down from €10.03, the current price target is an average from 15 analysts. New target price is 49% above last closing price of €5.67. Stock is down 76% over the past year. The company is forecast to post earnings per share of €0.28 for next year compared to €0.11 last year.
Reported Earnings • Apr 25First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2024 results: €0.49 loss per share (further deteriorated from €0.15 loss in 1Q 2023). Revenue: €2.07b (up 2.8% from 1Q 2023). Net loss: €83.9m (loss widened 234% from 1Q 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) missed analyst estimates by 59%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 31 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 18+ 2 more updatesHelloFresh SE(XTRA:HFG) dropped from FTSE All-World Index (USD)HelloFresh SE(XTRA:HFG) dropped from FTSE All-World Index (USD)
Reported Earnings • Mar 15Full year 2023 earnings released: EPS: €0.11 (vs €0.74 in FY 2022)Full year 2023 results: EPS: €0.11 (down from €0.74 in FY 2022). Revenue: €7.60b (flat on FY 2022). Net income: €19.4m (down 85% from FY 2022). Profit margin: 0.3% (down from 1.7% in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 21 percentage points per year, which is a significant difference in performance.
Price Target Changed • Mar 08Price target decreased by 13% to €20.27Down from €23.30, the current price target is an average from 18 analysts. New target price is 104% above last closing price of €9.95. Stock is down 45% over the past year. The company is forecast to post earnings per share of €0.52 for next year compared to €0.74 last year.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to €10.02, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 84% over the past three years.
お知らせ • Jan 02+ 3 more updatesHelloFresh SE to Report First Half, 2024 Results on Aug 13, 2024HelloFresh SE announced that they will report first half, 2024 results on Aug 13, 2024
お知らせ • Dec 31HelloFresh SE to Report Fiscal Year 2023 Results on Mar 15, 2024HelloFresh SE announced that they will report fiscal year 2023 results on Mar 15, 2024
Valuation Update With 7 Day Price Move • Dec 09Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €16.14, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 74% over the past three years.
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €15.87, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total loss to shareholders of 68% over the past three years.
Price Target Changed • Nov 16Price target decreased by 9.7% to €29.41Down from €32.57, the current price target is an average from 15 analysts. New target price is 58% above last closing price of €18.67. Stock is down 22% over the past year. The company is forecast to post earnings per share of €0.72 for next year compared to €0.74 last year.
Reported Earnings • Oct 27Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: €0.06 loss per share (down from €0.015 profit in 3Q 2022). Revenue: €1.80b (down 3.0% from 3Q 2022). Net loss: €11.1m (down €13.7m from profit in 3Q 2022). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) also missed analyst estimates by 19%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 11Second quarter 2023 earnings released: EPS: €0.39 (vs €0.37 in 2Q 2022)Second quarter 2023 results: EPS: €0.39 (up from €0.37 in 2Q 2022). Revenue: €1.92b (down 2.0% from 2Q 2022). Net income: €66.5m (up 5.7% from 2Q 2022). Profit margin: 3.5% (up from 3.2% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Jun 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €21.50, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total loss to shareholders of 53% over the past three years.
Valuation Update With 7 Day Price Move • Jun 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €18.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Total loss to shareholders of 52% over the past three years.
Valuation Update With 7 Day Price Move • Mar 30Investor sentiment improves as stock rises 18%After last week's 18% share price gain to €20.80, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Total loss to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €31.60 per share.
Price Target Changed • Mar 10Price target decreased by 9.7% to €31.18Down from €34.54, the current price target is an average from 14 analysts. New target price is 64% above last closing price of €18.96. Stock is down 49% over the past year. The company is forecast to post earnings per share of €0.82 for next year compared to €0.74 last year.
Reported Earnings • Mar 08Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: €0.73 (down from €1.48 in FY 2021). Revenue: €7.61b (up 27% from FY 2021). Net income: €127.0m (down 50% from FY 2021). Profit margin: 1.7% (down from 4.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €21.54, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Total loss to shareholders of 8.7% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.24 per share.
Valuation Update With 7 Day Price Move • Jan 05Investor sentiment improved over the past weekAfter last week's 18% share price gain to €23.96, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Total returns to shareholders of 20% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €15.15 per share.
お知らせ • Jan 03+ 3 more updatesHelloFresh SE to Report Q1, 2023 Results on Apr 27, 2023HelloFresh SE announced that they will report Q1, 2023 results on Apr 27, 2023
お知らせ • Dec 20HelloFresh SE to Report Fiscal Year 2022 Results on Mar 07, 2023HelloFresh SE announced that they will report fiscal year 2022 results on Mar 07, 2023
Price Target Changed • Nov 16Price target decreased to €45.97Down from €52.94, the current price target is an average from 16 analysts. New target price is 77% above last closing price of €26.01. Stock is down 71% over the past year. The company is forecast to post earnings per share of €0.94 for next year compared to €1.48 last year.
Valuation Update With 7 Day Price Move • Nov 11Investor sentiment improved over the past weekAfter last week's 16% share price gain to €24.67, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Consumer Retailing industry in Europe. Total returns to shareholders of 52% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €16.23 per share.
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.01 (vs €0.13 in 3Q 2021)Third quarter 2022 results: EPS: €0.01 (down from €0.13 in 3Q 2021). Revenue: €1.86b (up 31% from 3Q 2021). Net income: €2.60m (down 89% from 3Q 2021). Profit margin: 0.1% (down from 1.6% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 12% per year and the company’s share price has also increased by 12% per year.
Reported Earnings • Aug 16Second quarter 2022 earnings released: EPS: €0.37 (vs €0.48 in 2Q 2021)Second quarter 2022 results: EPS: €0.37 (down from €0.48 in 2Q 2021). Revenue: €1.96b (up 26% from 2Q 2021). Net income: €62.9m (down 25% from 2Q 2021). Profit margin: 3.2% (down from 5.4% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 19%, compared to a 7.7% growth forecast for the Consumer Retailing industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 44% per year.
Price Target Changed • Jul 22Price target decreased to €60.59Down from €65.29, the current price target is an average from 14 analysts. New target price is 132% above last closing price of €26.10. Stock is down 69% over the past year. The company is forecast to post earnings per share of €1.24 for next year compared to €1.48 last year.
Buying Opportunity • Jul 22Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 29%. The fair value is estimated to be €34.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 53% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 13% per annum. Earnings is also forecast to grow by 32% per annum over the same time period.
Valuation Update With 7 Day Price Move • Jun 15Investor sentiment deteriorated over the past weekAfter last week's 20% share price decline to €29.07, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Consumer Retailing industry in Europe. Total returns to shareholders of 266% over the past three years.
Reported Earnings • May 01First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2022 results: EPS: €0.16 (down from €0.58 in 1Q 2021). Revenue: €1.92b (up 33% from 1Q 2021). Net income: €27.3m (down 73% from 1Q 2021). Profit margin: 1.4% (down from 7.0% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 23%, compared to a 7.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to €38.09, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 15x in the Consumer Retailing industry in Europe. Total returns to shareholders of 335% over the past three years.
Price Target Changed • Mar 14Price target decreased to €74.02Down from €80.19, the current price target is an average from 15 analysts. New target price is 100% above last closing price of €36.93. Stock is down 42% over the past year. The company is forecast to post earnings per share of €1.31 for next year compared to €1.48 last year.
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment deteriorated over the past weekAfter last week's 23% share price decline to €34.91, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Consumer Retailing industry in Europe. Total returns to shareholders of 274% over the past three years.
Reported Earnings • Mar 02Full year 2021 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2021 results: EPS: €1.48 (down from €2.19 in FY 2020). Revenue: €5.99b (up 60% from FY 2020). Net income: €256.1m (down 31% from FY 2020). Profit margin: 4.3% (down from 9.8% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 11%. Over the next year, revenue is forecast to grow 21%, compared to a 8.4% growth forecast for the retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has only increased by 69% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Jan 10Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €59.28, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 16x in the Consumer Retailing industry in Europe. Total returns to shareholders of 744% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €101 per share.
Valuation Update With 7 Day Price Move • Nov 08Investor sentiment improved over the past weekAfter last week's 16% share price gain to €83.84, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 17x in the Consumer Retailing industry in Europe. Total returns to shareholders of 650% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €72.93 per share.
Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS €0.13The company reported a mediocre third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: €1.42b (up 46% from 3Q 2020). Net income: €23.1m (down 69% from 3Q 2020). Profit margin: 1.6% (down from 7.7% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 96% per year but the company’s share price has increased by 102% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improved over the past weekAfter last week's 16% share price gain to €94.70, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 50x in the Online Retail industry in Germany. Total returns to shareholders of 664% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.83 per share.
Reported Earnings • Aug 11Second quarter 2021 earnings released: EPS €0.48 (vs €0.70 in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: €1.56b (up 60% from 2Q 2020). Net income: €83.7m (down 28% from 2Q 2020). Profit margin: 5.4% (down from 12% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 103% per year but the company’s share price has only increased by 86% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 15HelloFresh SE (XTRA:HFG) signed a scheme implementation deed to acquire Youfoodz Holdings Limited (ASX:YFZ) for approximately AUD 130 million.HelloFresh SE (XTRA:HFG) signed a scheme implementation deed to acquire Youfoodz Holdings Limited (ASX:YFZ) for approximately AUD 130 million on July 13, 2021. In the acquisition, HelloFresh SE (XTRA:HFG) will acquire 134.4 million shares at a price of AUD 0.44 per share. The transaction is subjected to approval from shareholders of Youfoodz Holdings Limited and court approval. Greenhill & Co. Australia Pty Limited acted as financial advisor and Baker & Mckenzie acted as legal advisor to Youfoodz Holdings Limited (ASX:YFZ). The transaction is expected to be finalized in October 2021.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 15% share price gain to €72.02, the stock trades at a forward P/E ratio of 36x. Average forward P/E is 61x in the Online Retail industry in Germany. Total returns to shareholders of 497% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €63.85 per share.
Reported Earnings • May 05First quarter 2021 earnings released: EPS €0.58 (vs €0.24 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €1.44b (up 106% from 1Q 2020). Net income: €101.6m (up 156% from 1Q 2020). Profit margin: 7.0% (up from 5.7% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has only increased by 81% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 16+ 1 more updateHelloFresh SE Revises Earnings Guidance the Year 2021HelloFresh SE revised earnings guidance the year 2021. Based on the strong performance in the first quarter of 2021, the Company increases its full year 2021 revenue growth guidance for the HelloFresh Group on a constant currency basis from previously between 20% and 25% to now between 35% and 45%. The arithmetic average of published broker estimates for Euro-reported revenue growth as of 15 April 2021 amounts to 22.7%.
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorated over the past weekAfter last week's 19% share price decline to €54.90, the stock is trading at a trailing P/E ratio of 26.8x, down from the previous P/E ratio of 32.9x. This compares to an average P/E of 84x in the Online Retail industry in Germany. Total returns to shareholders over the past three years are 337%.
Analyst Estimate Surprise Post Earnings • Mar 05Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 0.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.2%. Over the next year, revenue is forecast to grow 23%, compared to a 54% growth forecast for the Online Retail industry in Germany.
Reported Earnings • Mar 03Full year 2020 earnings released: EPS €2.19 (vs €0.062 loss in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: €3.75b (up 107% from FY 2019). Net income: €369.0m (up €379.2m from FY 2019). Profit margin: 9.8% (up from net loss in FY 2019). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 109% per year but the company’s share price has only increased by 71% per year, which means it is significantly lagging earnings growth.
Is New 90 Day High Low • Feb 12New 90-day high: €74.30The company is up 71% from its price of €43.56 on 13 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 36% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.43 per share.
Price Target Changed • Feb 04Price target raised to €70.58Up from €64.42, the current price target is an average from 10 analysts. The new target price is close to the current share price of €73.45. As of last close, the stock is up 219% over the past year.
Is New 90 Day High Low • Jan 23New 90-day high: €68.85The company is up 47% from its price of €46.70 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 34% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €42.99 per share.
Price Target Changed • Jan 22Price target raised to €66.67Up from €61.75, the current price target is an average from 10 analysts. The new target price is close to the current share price of €66.55. As of last close, the stock is up 183% over the past year.
お知らせ • Jan 05+ 4 more updatesHelloFresh SE to Report Fiscal Year 2020 Results on Mar 02, 2021HelloFresh SE announced that they will report fiscal year 2020 results on Mar 02, 2021
Is New 90 Day High Low • Dec 31New 90-day high: €63.50The company is up 30% from its price of €48.82 on 02 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.11 per share.
Price Target Changed • Dec 18Price target raised to €62.00Up from €57.54, the current price target is an average from 11 analysts. The new target price is close to the current share price of €62.25. As of last close, the stock is up 233% over the past year.
Is New 90 Day High Low • Dec 12New 90-day high: €62.45The company is up 62% from its price of €38.66 on 11 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Online Retail industry, which is up 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €41.61 per share.
お知らせ • Dec 11HelloFresh SE Updates Earnings Guidance for the Full Year 2020HelloFresh SE updated earnings guidance for the full year 2020. For the 2020, the company expects revenue growth guidance on a constant currency basis from previously between 95% and 105% to now between 107% and 112%.
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to €56.20, the stock is trading at a trailing P/E ratio of 48.4x, up from the previous P/E ratio of 41x. This compares to an average P/E of 65x in the Online Retail industry in Germany. Total returns to shareholders over the past three years are 374%.
お知らせ • Nov 24HelloFresh SE (XTRA:HFG) agreed to acquire Factor75, LLC for $277 million.HelloFresh SE (XTRA:HFG) entered into an agreement to acquire Factor75, LLC for $277 million on November 23, 2020. The consideration which is payable in cash out of which $177 million will be payable upon the closing of the transaction and an aggregate amount of up to $100 million is structured as performance-based earn-out, guaranteed by HelloFresh, and ongoing management incentives. HelloFresh will gain its first office in the Chicago metropolitan area, along with four production and fulfillment facilities. The closing of the transaction is subject to customary conditions precedent, including expiry of the waiting period under the US Hart-Scott-Rodino Antitrust Improvements Act and the approval of the transaction by the majority of Factor’s shareholders, and closing is expected to occur within the next months. Rothschild & Co. acted as financial advisor and Kirkland & Ellis acted as legal advisor to Factor. Sullivan & Cromwell acted as legal advisor to HelloFresh.
Valuation Update With 7 Day Price Move • Nov 23Market bids up stock over the past weekAfter last week's 19% share price gain to €49.56, the stock is trading at a trailing P/E ratio of 41.9x, up from the previous P/E ratio of 35.2x. This compares to an average P/E of 54x in the Online Retail industry in Germany. Total returns to shareholders over the past three years are 379%.
Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS €0.45The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: €970.2m (up 120% from 3Q 2019). Net income: €74.4m (up 226% from 3Q 2019). Profit margin: 7.7% (up from 5.2% in 3Q 2019). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 107% per year but the company’s share price has only increased by 76% per year, which means it is significantly lagging earnings growth.
Analyst Estimate Surprise Post Earnings • Nov 05Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 7.1%. Earnings per share (EPS) missed analyst estimates by 51%. Over the next year, revenue is forecast to grow 22%, compared to a 48% growth forecast for the Online Retail industry in Germany.
Valuation Update With 7 Day Price Move • Oct 26Market pulls back on stock over the past weekAfter last week's 16% share price decline to €47.02, the stock is trading at a trailing P/E ratio of 39.4x, down from the previous P/E ratio of 47.1x. This compares to an average P/E of 81x in the Online Retail industry in Germany. Total returns to shareholders over the past year are 204%.
お知らせ • Oct 18HelloFresh SE Revises Earnings Guidance for the Year 2020HelloFresh SE revised earnings guidance for the year 2020. The company increases its full year 2020 revenue growth guidance on a constant currency basis from previously between 75% and 95% to now between 95% and 105%. The corresponding Euro-reported 2020 revenue growth for the HelloFresh Group would be at current exchange rates approx. 4% points lower, i.e. would amount to between 91% and 101%. The company also increases its full year 2020 AEBITDA margin guidance for the HelloFresh Group from previously between 9% and 11% to now between 11.25% and 12.75%.
Valuation Update With 7 Day Price Move • Oct 16Market bids up stock over the past weekAfter last week's 16% share price gain to €54.45, the stock is trading at a trailing P/E ratio of 45.8x, up from the previous P/E ratio of 39.3x. This compares to an average P/E of 82x in the Online Retail industry in Germany. Total returns to shareholders over the past year are 208%.
Is New 90 Day High Low • Oct 14New 90-day high: €50.20The company is up 3.0% from its price of €48.88 on 16 July 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Online Retail industry, which is up 16% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €31.53 per share.
お知らせ • Sep 26The Marriott Bonvoy Boundless Card Teams Up with Hellofresh to Launch Tastecations, an At-Home Global Culinary JourneyThe Marriott Bonvoy Boundless Card from Chase announced a first-of its-kind partnership with the world's leading meal kit company, HelloFresh, to launch Tastecations, a month-long series of international recipes inspired by hotels participating in Marriott Bonvoy around the world. Beginning October 3 through October 30, Tastecations recipes will be available on HelloFresh’s weekly menu via HelloFresh.com and the HelloFresh app to provide meal kit subscribers with globally themed cuisine options inspired by destinations in Korea, England, Italy, and Mexico. Week One will feature Pork & Veggie Bibimbap, inspired by The Westin Chosun Seoul in South Korea. Week Two will feature Herbed Mushroom Shepherd's Pie inspired by Breadsall Priory Marriott Hotel & Country Club in the U.K. Week Three will feature Creamy Parmesan Chicken Spaghetti, inspired by the JW Marriott Venice Resort & Spa in Italy. Week Four will feature Sheet Pan Chicken & Poblano Fajitas inspired by the W Punta de Mita in Mexico. Each Tastecations recipe will also highlight tips on how to bring more of the featured destination's flavor and nuance into ones kitchen as well as information on the corresponding hotel participating in Marriott Bonvoy™ to inspire home cooks to plan their future adventures. Available to both Marriott Bonvoy Boundless™ cardmembers and non-cardmembers, Tastecations will offer select new and returning HelloFresh customers a discount of up to $80 in total off Tastecations recipes through a special email promotion. Recipients can click through directly to the HelloFresh Menu Selection page, choose the featured Tastecations recipe and apply the promo code at check out. The Marriott Bonvoy Boundless™ Card offers endless possibilities for travel with a new cardmember bonus offer, 6X points on purchases at more than 7,400 properties participating in Marriott Bonvoy and 2X points on all other purchases, all at a $95 annual fee. Cardmembers receive automatic Silver Elite Status and 15 Elite Night Credits each calendar year.